Cisco Systems, Inc. (CSCO) Message Board

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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 74.40

-1.4%

Jan 14 3:59 PM EST

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To: bgg who wrote (35448)	5/11/2000 12:59:00 PM
From: telecomguy	Read Replies (2) of 77400

You misunderstood me BGG..........I am not saying CSCO will dissappear! They will continue to dominate Enterprise and some edge markets. My only point was that the growth outlook and risk associated with chasing the 50% year-over-year growth by jumping into the Carrier space doesn't justify their PE ratio. CSCO is an excellent company -- just not worth what it is being valued today -- because my feeling is that they will not come close to dominating the Carrier space. As I said before, LU, NT, ALA, ERICY, MOT, NOK are NOT 3COM. Choosing one's battle is sometimes more important than almost anything else......just ask Napoleon Bonaparte :) On a risk-return basis, NT is a better investment imo. That's all I meant to say.

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